Data Onboarding Specialist

3 weeks ago


Mumbai, Maharashtra, India MProfit Full time
About MProfit

MProfit is a rapidly growing fintech company backed by distinguished investors, empowering Indians to have clear visibility in their investments. Our wealth-tech solutions provide a powerful data insights platform, enabling investors and wealth professionals to track and analyze their multi-asset investments in one place.

Job Overview

We are seeking a Data Onboarding Specialist to join our dynamic team, responsible for managing and driving the seamless onboarding of client data to our platform, providing a high-quality customer experience.

Key Responsibilities
  • Serve as customers' primary point of contact during the data onboarding process, providing exceptional customer service and support.
  • Successfully manage the data onboarding process for customers who have purchased our products and need assistance connecting with relevant data sources during their onboarding journey.
  • Showcase the functionality and features of MProfit's platform to new customers, emphasizing data handling capabilities.
  • Adhere to the company client onboarding process and SLAs, collect customer feedback, and communicate relevant feedback to the team.
  • Continuously update product knowledge to stay informed about new features, enhancements, and industry trends.
  • Collaborate with cross-functional teams to improve the data onboarding process and ensure the highest level of customer satisfaction.
  • Assist clients in effectively utilizing the MProfit platform for data management, encouraging optimal use and adoption.
Requirements
  • Bachelor's degree in a relevant field such as Finance, Technology, or a related discipline.
  • Excellent MS Excel skills, with basic and advanced skills a mandate.
  • Previous experience as a Data Onboarding Intern or a similar role in a SaaS company.
  • Knowledge of financial products, services, and industry regulations.
  • Strong analytical skills with the ability to work with data effectively.
  • A strong understanding of mathematical concepts and accounting principles.
  • Familiarity with data aggregation processes and the ability to handle data from various financial institutions.
  • Strong convincing skills to guide customers through the onboarding process and address any concerns or objections.
What We Offer
  • Incredible professional growth opportunities in a high-impact role in a high-growth company.
  • Upskilling opportunities to understand technology products and the fintech domain.
  • Healthcare benefits, including health insurance coverage for self and spouse.
  • Time off, including paid leaves, sick leaves, and 2nd and 4th Saturdays off.


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